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Money Managers

A Money Manager firm is paid a fee to supervise and make the investment decisions of others. The term is normally used in reference to the asset manager of large institutions such as bank trust departments, pension funds, insurance companies and mutual funds. However, it may also be applied to those firms who manage the investment assets of smaller individual investors as well. Money Mangers may also be known as Investment Managers, Investment Advisers, or Investment Advisors.

Sites in Money Managers

Incomeinvest
Australian's guide on bonds, fixed interest investments, convertibles and other interest rate securities.
Richmond Asset Management
Provides a discretionary financial management service for investors with substantial portfolios of personal assets.
Perpetual Investments
Investment specialists and funds management company.
Deutsche Asset Management Australia
Investment services to clients in Australia and New Zealand.
Australia's Queensland Investment Corporation
Australia's second largest wholesale funds manager. With profile, products, and performance history. Investments include cash, property Australiana and overseas shares.
Innovative Investment Advisors, Inc.
Investment Advisory Firm, driven by performance and technology to achieve superior results.
Laidlaw Group, LLC
A capital management firm providing a growth at the right price investment approach.
Beacon Global Advisors, Ltd.
Designs and markets specialized global asset management investment programs.
Southfield Investment Advisors
Growth style investment management services for individuals, IRA's, trusts, defined benefit plans and profit-sharing plans. 
Net2invest.com
Switzerland-based independent firm providing money management services and advanced online trading systems.
Cavanaugh Capital Management
Financial advisors offer socially responsible investing opportunities and index funds.
Royal Asset Management Group, Inc
A fee based registered investment advisor located in Atlanta, Georgia.
Williams, Smith, & Thomas Asset Management
Founded in 1990, with $940 million under management.
Alder Capital
Irish currency fund managers using a systematic trading approach.
ASC Advisory Group, Inc.
Independent advisors to U.S. and international fiduciaries.
New England Schooner
Develops innovative financial solutions for individuals and corporations.
Summit Global Management Inc.
Firm focusing on water industry stocks and hard asset based companies.
Lang Asset Management, Inc.
An independent money manager, headquartered in Atlanta, specializing in short selling.
The Trust Company of Louisiana
Complete investment and trust services.
Green Investment Management
Registered investment advisor.
The Fry Group
Financial planning, tax planning, and executor and trustee services for British people working overseas, or UK residents receiving income from abroad.
Lathrop Investment Management Corporation
Investment counsel to a select group of clients desiring discretionary portfolio management.
J. Stephan and Company, Inc.
Institutional investment sales and marketing.
Ühispank Asset Management
Online site of the Ühispank Asset Management. Site is trilingual, English included.
Fiduciary Financial Services
Managing assets for cities, professional associations, corporations and individuals.
Brandes Investment Partners, L.P.
Advisor center allowing professionals to view client's accounts on line.
Signature Estate and Investments Advisors, Inc.
Fee based registered investment advisory firm offering financial planning and investment management services for affluent individuals and corporations.
AAL Capital Management Corporation
Provides a family of investment products and brokerage services exclusively to AAL members.
Rhoads Lucca Capital Management
Fee-only independent money management firm providing turnkey investment management for individuals.
Rowles Financial Planning
Unbiased financial advice and solutions.
Meridian Investments
A private account asset manager for individuals and institutions.
Fenimore Asset Management, Inc.
Investments for high net worth individuals, retirement plans, trusts, endowments, foundations, and Taft-Hartley accounts.
EnTrust Capital
Independent firm specializing in management of equity and fixed-income assets for wealthy individuals, families, and organizations.
Profisys, LLC
Independent, fee-only investment advisory firm that manages assets for individuals and small to medium sized businesses.
Firstcall India Equity Advisors Pvt. Ltd.
Offering private equity advisory and investment banking services. Mumbai, India.
Sanco Services Managed Asset Allocation
An investment manager specializing in portfolio asset allocation. Diversification, Quality and Income are key concepts. Manager actively trades positions in well established, profitable NYSE companies.
Regal Capital Planners
Full service financial planners serving the Ontario area.
John W Henry and Company Inc.
Manages futures-based portfolios.
Kopp Investment Advisors
An emerging growth investment manager based in Minneaplis.
ClearPath Capital Partners
Private wealth management.
FISN, Inc
Investment manager specializing in securities protected by the U.S. government.
Conrad and Ottess
Global financial services firm that provides investment and money management services.
Bullhound Funds
Discretionary asset management for technology investments.
Kit Cole Investment Advisory Services
Achieve financial goals through a collaborative, comprehensive and education oriented approach to investment management.
Credit Suisse Asset Management
Managed funds and superannuation products to a range of clients.
Williams Financial Group
Williams financial group provides financial advice and services to individuals, corporations and municipalities.
Triton Partners LLC.
An independent investment firm specializing in the management of fixed income securities in structured investment vehicles.
Badgley, Phelps and Bell
Investment counsel for high net-worth individuals and institutions since 1966.
Lodestar Investment Counsel, Inc.
Provides customized, conservative value-based money management.
Valentine Ventures, LLC
Investment manager of individuals' assets.
Mission Management & Trust Co.
Investment management, domestic and global securities custody, and personal trust services.
BFS Investments plc
London-based Independent asset managers.
Raven Investment Management Ltd.
B.V.I / Canada - Asset management company.
Rivergum Investors
Specialists in improving the investment process, enabling organizations to align their investment philosophy with existing corporate values.
Bell Capital Management, Inc.
Services for pension plans, profit sharing plans, financial institutions, foundations and individuals.
Bill Few Associates, Inc.
A wealth management firm specializing in retirement planning, estate planning, portfolio management, and IRA accounts based in Pennsylvania.
Harper Bernays
Independent investment manager specializing in Australian equities.
YMG Capital Management Inc.
Originally founded in 1983, is a full service investment counsel firm.
Horowitz and Company
Our main investment objective is to look for uncommon values in stocks using three distinct methodologies.
SG Asset Management
International fund managers active on all financial markets.
Pendragon Capital Management
Asset management firm offers multiple services to organizational and private investors.
AXA Investment Managers
Providing asset management and investment solutions.
Webb And Associates
Serving Arkansas needs for insurance, mutual fund, and annuities.
R .C .Brown Investment Management plc
Institutional investment management company based in Bristol.
Penad Pension Services Limited
Third-party pension administration services and software for both defined benefit and defined contribution pension plans.
J. Zechner Associates Inc.
Providing institutional and private investment management services.
Fiduciary Capital Management, Inc.
Provides institutional clients with stable value investment management services.
True Capital Management
Private investment services, located in Portland, Ore.
Convergent Capital Management, Inc.
The money management holding company that grows by helping its affiliates grow-without encroaching upon their independence.
Ivan Gelfand
Investment manager, financial radio show host, speaker provides investment and asset management expertise to private clients and investment groups. Booking and contact details.
See Financial
Offers UK-based investment advisory.
James Pappas Investment Counsel
Registered investment adviser.
VMF Capital
A registered investment advisor who provides portfolio management services to high net worth individuals, retirement plans, corporations, foundations and endowments.
Roxbury Capital Management, Inc.
Combines growth stock investing with value disciplines.
Cutler and Company, LLC
An independent fiduciary providing top quality investment management to individuals, as well as corporate partners.
Jarislowsky, Fraser Limited
An investment counseling firm who manages pension funds, endowments, pooled funds, corporate and private funds for both North American and European clients.
Stonebridge Capital Management Incorporated
A professional investment firm dedicated to serving the special requirements of affluent individuals and institutions.
Sovereign Financial Services
Private equity management and consulting services for institutional clients as well as co-mingled private equity funds.
Litman-Gregory
Investment management services.
Pitcairn Trust Company
Serves as a financial adviser and management firm and provides a wide range of financial services.
Condor Capital
Located in Martinsville, New Jersey, is an SEC-registered growth manager who employs a combination of growth and value style investments.
Heron Capital Management, Inc.
A registered investment advisor providing fully managed investment services to a variety of clients including individuals, trusts, pension funds, 401K plans and corporations.
Provident Investment Counsel
Located in Pasadena since 1951, a growth style money manager.
Rittenhouse
Provides investment management and related financial services.
Appleton Partners, Inc
Private growth-style investment management for investors seeking dedicated account services.
The 6800 Capital Group
Investment manager specializing in risk control by alternative investments and strategies using domestic and international equity, fixed income, options, foreign currency and financial futures markets.
Lasure Management
Manages assets through many different custodians ranging from "full-service" firms to "no-service" firms. You choose the custodian, they provide professional management.
NWQ Investment Management
Manages assets for corporate and multi employer plans, public entities, endowments, foundations and high net-worth individuals.
Croft-Leominster Investment Management
Combines the value style of investing with reduced risk.
Roger Engemann and Associates, Inc.
A money manager who invests primarily in the common stocks of high-quality companies.
Tweedy, Browne Company LLC
Private investment company with 80 years experience.
Voyageur Asset Management LLC
Provides investment management for high net worth individuals and institutional investors. They specialize in tax exempt and tax sensitive cash management.
Ashfield
Providing investment management services for over a quarter century.
Safian Investment Research Inc.
Manages investment accounts utilizing sector rotation.
Real Options and Portfolio Management
Valuation and portfolio management services for pharmaceuticals, high technology, energy and financial services industries.
Kirkpatrick Pettis a Mutual of Omaha Company
A Midwest and Rocky Mountain based investment firm.
MRM Asset Allocation
Investment advisory firm, specializing in low risk strategies for long term accumulation.
Windsor Financial Advisors
Provides objective financial services to mutual fund and annuity investors.
Investment Counselors Incorporated
An independent money management firm who offers large cap equity, small cap equity, balanced, and intermediate fixed income portfolio management.
CIC Group
Off-shore investments, proprietary research, market commentary through asset management, private equity, real estate divisions in New York, Los Angeles and Kuwait.
Smith Capital Management
Wealth advisory firm specializing in assisting individuals, foundations, and corporate institutions.
Greenville Capital Management
Specializes in the management of small capitalization growth equities.
Millie Capital Management
An investment management company located in Menlo Park, California.
Terry Balding and Associates
This site will give you essential information for getting on the right track to money management.
QA3 Financial Corp.
Independent broker supporting a collaborative network of financial advisors, EPAs, and CPAs.
Meridian Capital Management, Inc.
Registered investment advisory firm located in Omaha, Nebraska that provides fee-based portfolio management.
Mitchell McClure
Personal, straightforward, unbiased advice about financial products and services.
Haven Capital Management, Inc.
Privately held, independent investment management organization.
Capital Management Group Holding Co., LLC
Focused exclusively on managing hedge funds for wealthy individuals and families.
Baring Asset Management
A global investment management firm.
Old Mutual plc
International asset management firm.
Spin-Off Advisors, L.L.C.
Investment research boutique, registered investment advisor and hedge fund manager.
Cofunds Limited
The independent fundmarket dedicated to serving the needs of financial Intermediaries.
NorthStar Asset Management
Specializes in the individual management of portfolios for private clients, foundations, corporations and institutions.
Pearson Capital, Inc.
Helps individuals select the best investment vehicles for their particular needs.
Meeder Financial Services
Custom investment solutions for individual and institutional investors since 1974.
Cremerius Financial Management
Robert J. Cremerius, CPA, offers professional investment advisory services, and estate planning. for individuals and businesses.
Windsor Asset Management
Fee-only certified financial planner with a long term approach.
MLIM Americas
Offers clients asset management services and provides a wide range of mutual funds designed to meet investors needs.
Campbell Newman Asset Management
Investment management and financial planning services to individual and institutional clients.
Church House Trust
Private bankers, investment managers,and tax and trust.
Capital Investment Services of America, Inc.
Actively managed fixed income and mid- to large-cap equity investment.
Cogesfonds
Investment managers for wealthy individuals specializing in international securities through segregated personalized portfolios.
Marque Millennium Capital Management
U.S. large-cap value equity money manager.
New Amsterdam Partners LLC
Offering large cap, mid cap, concentrated and socially responsible investment strategies to institutional investors.
Aronson and Partners
Institutional investment advisor, established in 1984. Manages domestic, value-oriented equities across all capitalization ranges.
Keane Capital Management, Inc.
Manages private investment partnerships for accredited investors, family wealth offices, foundations, and the private client groups of financial institutions.
Scottish Widows Investment Partnership
Pooled and segregated funds, with a choice of balanced and specialist management.
Sierra Capital Planning
Offers fee-based advisory services and private hedge fund.
Seilern Investment Management Ltd.
Portfolio management services for high net worth individuals, family trusts and institutions.
Griffin Capital Management
Investment products focusing on Europe, Germany and Eastern Europe.
Godsey and Gibb Associates Investment Counsel
Personalized investment management for individuals, corporations and foundations.
Pillar Capital Advisors
Manages a broad range of accounts, including retirement, foundation, individual and corporate portfolios.
Rosseau Asset Management
Specializes in alternative long term investment strategies.
Weiss Money Management Inc
Investment company for money and financial management with asset advisory.
Capricorn Asset Management (SCHWEIZ) AG
Derivatives asset management solutions to both private and institutional investors around the world, FX, CFD's, realtime charting, free downloads of online routing systems.
Allegheny Investments
Comprehensive financial planning and investment management solutions.
Montanaro Investment Managers
An independent investment company specializing in UK and European smaller companies.
Royal and Sun Alliance Eurolife
Offers a range of investment products. Clients can select from manages funds or construct a custom portfolio.
Anisfield Investments Ltd
International financial advisory firm, specializing in corporate finance, investor relations and investment advisory services.
Pinnacle Investments of America, Inc.
A MA registered hedge find for accredited investors.
Asset Alliance Corporation
Investment management holding company that acquires alternative asset management firms and offers a diversified group of non-correlated, hedge fund managers.
McGibbon Asset Management
Professional money management in the Denver Area. Specializing in growth stocks and risk management.
Freedom Financial Solutions
Complete financial solutions to individual investors.
Evanson Asset Management
Specializes in index and passive investment management, and offers a unique low-cost management fee structure with fixed annual retainer fees.
Korea Asset Management Corporation
State-run asset management corporation in South Korea.
Abner, Herrman and Brock Inc.
Independent investment management firm provides portfolio management for high net worth individuals, endowments, and corporate retirement plans.
Sabrecorp Limited
Providing advice to institutional and professional investors regarding alternative investments.
Credit Agricole Asset Management
International fund management company offering their expertise through a comprehensive range of mutual funds and segregated mandates.
Legg Mason Capital Management
Institutional investment advisor specializing in value oriented large and small cap separate accounts.
Strategicf Investment Group
Provides investments services for pension funds, foundations, endowments, and high net worth individuals.
Lucas Capital Management, L.L.C.
An investment firm drawing on three generations of experience.
Bailard, Biehl & Kaiser
Specializing in multi-asset portfolio management, real estate and alternative investments for high net worth individuals and institutions.
Barrett Capital Management, LLC
Independent money management firm specializing in equity, fixed income and hedge fund portfolios.
Asvister
Institutional investment services with expertise in company financing.
B.C. Ziegler and Company
Investment manager and provider of institutional investment services with expertise in church and school financing.
Emerald Capital
Discretionary management of stock portfolios.
Chuckhughes.com
Financial advisory utilizing fundamental, technical and seasonal analysis to forecast recommendations for stocks, options and mutual funds.
The Beacon Group Capital Services
A private investor, strategic advisor and wealth counselor to businesses, institutions and families.
Ambassador Capital Management
Specialized in fixed income and cash portfolio management. Providing investment advisory services to public and private sectors.
Golden Gate Financial Group
Mutual fund market timing to high net worth clients.
Baillie Gifford
Independent investment manager, managing pension funds, investment trusts and unit trusts and ISAs.
Atlantic Capital Management, LLC
Employee-owned registered investment advisor, in Richmond, Va.
Sanford C. Bernstein and Co., Inc.
Manages portfolios and provides investment research.
Tag Associates, Ltd
Investment advisors.
Tower Asset Management
Wholesale investment funds manager in the Australian market.
Hotchkis and Wiley Capital Management
Investment manager dedicated to a disciplined investment approach.
Shaker Investments
Equity portfolios representing small and mid-cap companies whose attributes favor exceptional, long-term investment performance.
Wilcox Investment, Inc.
Offers portfolio supervision and customized risk management.
Guardian Capital Inc.
Providing segregated and pooled fund services to institutional and retail clients. Offers balanced, equity, fixed-income, U.S., International and Global mandates.
Clime Asset Management
Offers management of individual or discrete portfolios in the Australian and International markets for private clients.
Q Investments Ltd.
A portfolio management company using proprietary investment models.
Rice Sangalis Toole and Wilson
Founded in 1989, is a privately held firm investing subordinated debt and equity capital.
Westwood Holdings Group
Offering investment management and trust services to institutions and individuals.
Alternative Asset Management
Hedge fund manager providing investment diversification through a technical trading system.
Parsons Capital Management
Provides investment advisory and financial consulting services for individuals, families, trusts, institutions and foundations.
LSV Asset Management
Providing asset management for institutional investors through the application of proprietary models.
Needelman Asset Management, Inc.
Offers domestic balanced and equity portfolios.
Investment Compliance, Inc.
An independent regulatory advisory service, audit firm and Registered Investment Advisors.
Hale Dorr Capital Management LLC
Provides investment and risk management solutions for individuals, families and foundations.
Collins and Company Strategic Asset Management
Offering investment advisory and brokerage services.
Citigroup Asset Management Europe
Offers investment management services. Information on investment funds, market news and description of products.
BrainTrader Investments
Provides index fund trading investment strategies.
WrapManager, Inc.
Offering specialized consulting in asset allocation and management, portfolio management and hedge fund.
Polaris Capital Management, Inc.
Provides equity management services. The firm manages the Polaris Global Value Fund and the Quant Foreign Value Fund.
Briarcliff Capital Corp.
Registered investment advisors and money managers.
CRA Rogers Casey
Investment consulting for institutional investors and high net worth individuals.
Grecu Capital Management, Inc.
Independent money management firm offering service to individual and institutional clients.
Redi Investments, LLC
Specialize in managing the discretionary accounts of high net worth individuals and institutions.
DSM Capital Partners LLC Investment Group
Offers money and asset management, investment advisory.
Montgomery Investment Management Inc.
Provides portfolio management services.
Muskoka Financial Inc.
Offers personal financial planning services in association with Iqon Financial Inc. Features products and services offered and a brief questions and answers section.
Okada Group LLC
Designs and manages investment portfolios.
Uhlmann Price Securities, LLC
Asset and portfolio management, alternative investments, trading and branch management.
Signia Capital Management
Managing investments for individual investors and institutions.
Cambiar Investors
A Colorado-based equity manager providing relative value oriented money management.
American Portfolio Services, Inc.
Equity and fixed-income portfolio management.
SJAM Iassist
Investment management company incorporated in Malaysia, offering discretionary and advisory portfolio management services in the Asia Pacific region since 1992.
Fidelity Institutional Asset Management
Investment management sales and client services to institutions.
Octavius Capital Management, LLC
An independent investment management boutique.
Advisor Partners, LLC
Partnering with financial advisors to construct and manage highly customized domestic equity portfolios.
The Kessler Companies
Institutional investment management directly to high net-worth individuals and their business interests using high quality government debt securities.
Lighthouse Capital Management
Investment advisory services for individuals, corporations, retirement funds, trusts and charitable institutions. Based in Houston Texas.
Bank of Ireland Asset Management
Investment management arm of the Bank of Ireland Group, with investments in global securities for a wide range of clients.
Philippe Group
Global investment management firm registered with the SEC since 1982.
Finsuper
Provides employees of the finance and insurance industry with low cost, high performance superannuation.
Boston International Private Client Group
Fee based wrap account using top money managers for private placement, personal,corporate, charitable funds since 1983.
Eads and Heald Investment Counsel
Professional portfolio management for ERISA accounts, pension plans, profit-sharing plans, defined benefit plans, IRA's, family limited partnerships, trust accounts, and taxable portfolios.
Bennett Financial Advisors
Financial advisors who work primarily with pre-retirees, retirees and surviving spouses.
Driehaus Capital Management, Inc.
Our specialty is domestic and international aggressive growth investing.
Equity Trustees
Funds management, investment,and superannuation.
Coast Asset Management
Money manager in Santa Monica, Ca.
Philadelphia Trust Company
Money manager for individual and institutional investors.
Southern Capital Services
Managed risk investing.
Freestone Capital Management
Investing, wealth management.
Boston Asset Management
Financial consultants for professionals who advise disabled adults and children.
Delessert Financial Service
Independent financial planning and investment firm servicing the needs of high net worth individuals.
Thomas Murray Investor Services
Services for institutional investors to evaluate and select custodians, and understand risk exposures in markets and CSDs.
Beacon Investment Management Inc.
Investment advisers,financial.
North American Management Corporation
Full-service investment advisory firm serving individuals and families with assets of over $5 million.
Cardinal Capital
Investment management firm offering online trading and investment services.
Chestnut Hill Partners
Boutique investment banking firm with services in mergers and acquisitions to small and medium size firms.
JP Morgan UK
Institutional investment information from J.P. Morgan UK.
Harold C. Brown & Co., Inc. - Online
Investment objectives implemented with consistency and persistence.
ABN AMRO Asset Management
Asset management operations and products.
Marco Polo Partners
Αn independent, internationally focused, boutique investment banking firm that is headquartered in New York City.
Wildfire Management Incorporated
International investments and financial management.
Deutsche Asset Management
Global asset management service division of Deutsche Bank, providing corporate, institutional and personal investment services.
Investment Analytics
Quantitative analysis and hedge fund management for institutional investors.
Money Concepts
A no fee independent financial services company.
Tamir Fishman and Co.
Israel's full-service investment banking and securities firm.
Charles Fish Investments, Inc.
Manages fixed income portfolios for high networth individuals and commercial banks. Specializes in municipal bonds.
Bedrock Capital Management, Inc.
Offers fee-based aset management, individual accounts with direct on-line access.
Tuffy Smith Corporation
Provides investment consulting, asset and portfolio management and financial planning services.
Investors Asset Management, Inc.
Manages a broad array of investment portfolios including personal accounts, both taxable and tax-deferred, trusts and charitable accounts.
A.R. Schmeidler & Co., Inc.
Specializing in managing equity, balanced and fixed income portfolios for high-net-worth individuals and institutions.
Lee Overlay Partners
An investment management firm provides currency to institutional investors.
Piedra Capital, Ltd.
Mid-cap growth manager managing assets for affulent individuals, trusts, and public funds since 1993.
Whistler Managers, Ltd.
Portfolio management services and tax efficient investing strategies.
Washington Securities Corporation
DC area investment corporation.
A.S.A.P. Advisor Services, Inc.
Offers investment marketing and data distribution services for money managers, hedge fund managers and financial advisors.
New Mexico Investment Advisors
Cash management, annuities, IRA accounts, qualified retirement plans, financial planning.
Teraxis
Network of experts will identify and create a solution for meeting your individual investment needs.
Smith, Collins & Associates
Comprehensive investment management and financial consulting firm specializing in tailored advice to individuals and businesses.
Loring, Wolcott and Coolidge Office
Offers fiduciary and investment management services.
Sovereign Wealth Management, Inc.
Fee-only wealth management firm specializing in providing advisory services to women in transition to financial independence due to divorce or the death of their spouse.
Green Park Capital
A global private equity secondaries fund management company purchasing illiquid assets from original investors.
Twinlights Financial Group
Portfolio management, rollover and retirement planning.
Argent Financial Group, Inc.
Complete investment and trust services.
KBC Asset Management
Investment, asset and fund management company.
Saladin Investment Services
Capital enhancement, real estate funding, acquisitions, mergers and hypothecation of assets.
GlobalBridge Inc.
GlobalBridge Professional Portfolio, featuring professional money managers from the U.S.
Close Investments
Asset management division of Close Brothers Group plc, London, UK
Ashburton Investment Managers
Discretionary investment management.
Members Capital Advisors, Inc.
Investment management company serving credit unions and their members.
Rivoli Fund Management
An alternative investment firm offering an absolute return approach and a risk-averse stance to institutional and private investors.
British Columbia Investment Corporation
Professional funds management services for public bodies and publicly administered trust funds.
Newton Fund Managers Ltd
Thematic fund managers. Services to institutions and intermediaries. Product and contact detail.
Medford Financial Group, Inc.
Management firm focused on providing investment advice and services.
Excalibur Management Corporation
Manages investment assets for high net worth individuals, families, trusts and estates.
Chalmers Wealth Advisors
Specializing in consultation, investing and managing risk, preparing for retirement and protecting wealth.
Wayne Hummer Management Company
A full service investment management service for individuals, financial institutions, foundations, trusts, and corporations.
North Capital, LLC
Portfolio manager for individuals, families, endowments, retirement plans and other institutional investors.
Sanderson & Stocker, Inc.
Independently owned investment management firm serving institutions and private clients.
Marvin & Palmer
Investment manager founded in 1986 and focuses exclusively on equity management.
Horizon Investment Services
Personal money manager.
Merrill Scott & Associates, Ltd.
Financial consulting firm specializing in tax minimization, and asset management strategies for affluent individuals.
W T Fry
Financial planning, executor and trustee services.
Gluskin Sheff and Associates
Wealth management for high net worth individuals.
Capital Group Companies
Manages mutual funds and other investment portfolios for investors.
Baker Street Advisors, LLC
Offers private wealth management services. Company details and research information.
Independence Investment LLC
Investment manager offering a full array of equity, fixed income, and alternative strategies.
Springer Investment Management
Providing Independent Investment Advice Since 1987.
GFC Capital
Stock advisory, international arbitrage to high net-worth individuals.
Marcuard Family Office
Financial estate and tax planning.
Forum Capital Partners LLC
Private equity firm providing management and advisory services to our investment partners and investors worldwide.
Banknorth Investment Management
Provides asset management, institutional retirement plan services, personal wealth management, estate planning and trust services.
ExeTrust Asset Management Co.,Ltd.
An intermediator to Japanese money managers / fund distributors.
RMB Asset Management
Offers retail investment services, unit trusts, structured products and offshore investments.
Flippin, Bruce and Porter, Inc.
Offers equity and balanced portfolio investment money management for institutional and individual investors through separate accounts, mutual funds and sub-advisory programs.
Hartford Investment Management Company
Investment advisory services to institutional clients including retirement plans, insurance companies and mutual fund companies.
N.M.T. Group
Trust and management services.
Sovereign Offshore Limited
International financial advisers.
Natcan Investment Management
Complete range of investment management services covering the global markets.
Peters MacGregor Funds Management
Managed share portfolios for private investors.
Van Strum & Towne, Inc.
Wealth management and investment counsel services.
Gerstein, Fisher & Associates, Inc.
Fee based investment management firm located in New York. Wealth management strategies and a full line of financial planning services.
Veer Equity
Specialized Indian equity counseling and portfolio advisor.
Strategic Capital Management, Inc.
Professional investment counsel and portfolio management.
Potomac Fund Management
Risk managed mutual fund investment services since 1987.
Alta Capital Management
Money manager offering strict investment disciplines.
Hammer Capital Management, Inc.
SEC registered investment advisor providing services to high net worth individuals, pensions and profit sharing plans.
Aperio Group LLC
Manager of customized index portfolios for taxable investors.
AMG Guaranty Trust, N.A.
Wealth management firm catering to the investment needs of North America's wealthy families and business executives.
Elan Asset Management
Global investment using funds of funds and alternative investments.
Agile Investing
Investment advisory service using Exchange Traded Funds.
Knightsbridge Advisers
Specialist investment expertise for institutional investors around the world.
Jacobs & Company
Advisor of the Jacobs & Company Mutual Fund (JACOX).
Alexander Badr Group
Provides investment management and related services to corporate clients, and private investors.
Alaric Capital LLC
Asset management, hedging, investment advisory and equity trading services.
Carr Sheppards Crosthwaite
Financial advice for private clients, charities and pension funds.
Billam Plc.
Offers funding, merger and acquisition consulting services. Features share prices and investment news.
Cornerstone Group of Companies
Provides a range of investment, advisory and financing services as part of a global practice.
Investors RouteMap
Provides advice and predictions for global asset allocation and market timing in foreign currency, global bond and stock markets. SFA regulated investment adviser.
ASEAN Focus Group
A well established player in the markets of South East Asia. Offers a range of consulting and advisory services to companies who wish to invest in the ASEAN region eg joint venture, investment and trade missions.
Vanguard Investments
Provides investment management solutions to individual and institutional investors in Australia.
Golberg Lindsay and Co. LLC
Provides money management services. Specializing in equity investments.
Brown Advisory
Provides investment management, strategic advisory and brokerage services.
DAL Investment Company
A registered investment advisor, specializes in long-term portfolio management.
Financial & Investment Management Advisors, Inc.
Provides fee-based financial planning and investment management services to individuals, retirement plans and corportations.
Lockey Investment Group
Provides investment adviosry and money management services.
Sensible Investment Strategies
A fee-only registered investment adviser, specializes in customized asset allocation.
Standish Mellon Asset Management Company LLC
Specializing in fixed income and international products.
Verica Trust & Capital Management AG
Swiss-based asset management firm specialised in private portfolio management and technical trading systems.
Ziegler Asset Management
Provides investment advisory, portfolio consulting, asset management.
Tsai Capital Corporation
Offering equity portfolio management.
Matthai Capital Management
Offers portfolio management services. Features articles and a glossary of investment terms.
Sadoff Investment Management LLC
Manage investments and retirement plans. Describes investment strategy, client benefits. Features monthly newsletter and contact details.
Wilson HTM Ltd.
Offering fund management services for Australian equities. Features products and performance statistic, market commentary.
Philadelphia International Advisors, LP
Offers international investment management services. Specializes in equities and ADRs.
Stratford Advisory Group, Inc.
An independent full-service investment consulting firm providing fee-based investment consulting services. Links to resources and contact details.
Storkey & Co Limited
Offers international management consultancy services. Specializing in sovereign debt, cash and risk management for central and local governments.
Aotea Jones Group Ltd.
Specialising in investing in established businesses, start up companies and development ventures. Focused on China-based companies. Features principal profiles, company's history and contact details.
Liontamer Investment Management Pty Limited
Offers capital protected investment program focused on international financial markets. Features principal's profiles, news and contact details.
Zone Alliance
Specializes in investment banking, wealth and fund management. Features market reports and news.
IPEX, Inc.
Provides investment consulting, asset allocation analysis and performance monitoring services.
Lawrence Investment Management, Inc.
Offers fee-only asset management services for individual investors. Company's profile and contact details.
SPARX Asset Management Co., Ltd.
Features investment strategies, offers fundamental research based on direct company visits.
Select Financial Group, LLC
Offers asset management and insurance services. Features guides, research and contact details.
Acts Capital Management Co.
Provides asset management services to institutional investors and corporations.
Alpha Capital Management
Managing assets of individuals, institutions, trusts, estates, endowment funds and retirement plans.
Emerald Capital Management
Portfolio manager specializing in quantitative analysis and Modern Portfolio Theory.
Central European Investment Consultancy MA Management, a.s.
Offers investment banking and corporate finance services. Staff profiles, news and contact details.
Schnieders Capital Management, LLC
Provides wealth management for individuals, families and corporations.
Jamison, Eaton & Wood, Inc.
An independent investment management firm offering wealth management services to individuals, corporations, and foundations.
IMEPOWER Investment Group
Investment banking and advisory group specializing in utilities, privatization, capital market transactions, brokerage and project development.
Highmount Capital, LLC.
An independent, multi-family office providing strategic wealth management for wealthy individuals and their families.
Guardian Capital LP
Providing segregated and pooled fund services to institutional and retail clients, offering balanced, equity, fixed-income, U.S., international and Global mandates.
Grunden Financial Advisory, Inc.
Provides investment advice and asset management services using the Age 100 Growth Plan.
Frank Capital Partners LLC
Provides investment management services for a mutual fund and privately managed accounts.
Sage Financial Group
Offers fee-based financial planning and investment management services.
Dorfman Investments
Offers money management services, specializing in equity value investments.
Davis, Ross, McGee and McCauley Investment Advisers, LLC
A boutique advisory firm investing in small/mid cap financial services companies.
Carnegie Capital Asset Management Company
Specializing in managing equity, balanced and fixed income portfolios for high-net-worth individuals and institutions. Also offers financial planning services as well as tax planning and preparation.
Canadian General Capital Ltd.
Provides patient investment capital, strategic advice, and tactical assistance to facilitate corporate change.
Baker Ellis Asset Management LLC
Provides investment management services to high-net-worth individuals, institutions and non-profit organizations.
Bidwell Institutional Services
Offers discount custody, clearing and brokerage services for investment advisors and financial planners.
MAP Management, LLC.
Provides investment consulting and planning services.
ALEA Capital
Supplies strategic finance, management consulting and direct equity investments for the emerging market companies in the US and Romania.
Vaughn Woods Investment Management
A fee-based investment manager, working with the support of Spelman and Co. Site includes information for investors, news, and financial links.
Slayton Lewis, Inc.
Offers financial planning and investment services.
Mundell and Associates LLC.
Specializes in insurance and investment products. Located in Morgantown, West Virginia, USA.
Michael De Coux Financial Services
Offers independent portfolio management strategies and services.
Mercari Financial Services (Pty) Ltd
Portfolio managers and brokers, specializing in fixed income, money market and offshore investments.
Legal and General
Providing savings accounts and investment plans.
J.E. Wilson Advisors, LLC
Fee-only wealth management firm providing independent financial solutions since 1982.
Interfund Capital
Managing funds for individuals, corporations and pension plans. Staff profiles and contact details.
IndoKapital Securities
Offers investment banking and financial advisory as well as securities trading and brokerage services.
Individual Asset Management, Inc.
Offers portfolio management services locally and specialized services for U.S. expatriates and non-U.S. citizens.
ELCO Management Company, LLC.
Offers investment solutions for high net worth individuals and institutions. Manages two specialized energy funds.
Credit Nacional du Luxumbourg
Offers asset and cash management services. Features include online banking through major banks, onscreen display of all managed positions.
Century Management
Providing portfolio management and financial planning services. Staff profiles, glossary and links to related resources.
Bedlam Asset Management
Manages equity portfolios. Information on funds, news and market commentary.
The Investor Advisory Group
Offers fee-based investment management services, features web-based access, staff profiles and company details.
Atlantic Financial
Specializes in financial planning, mutual funds, 401(k) plans, IRAs, rollove